Civic Intelligence

Convertiv Inc.

Plan context: Convertiv Inc. Retirement Trust

EIN 27-1251725 • Boston, MA • 12 filings • 1 plans

3 Post Office SquareBoston, MA 02109
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,220,470

2024 Contributions

$201,015

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,220,470$1,610,235$0201320192024YearValue
$3,220,470Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

22110201320192024YearValue
21Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024121$3,220,470$201,015$9,572iApproximate average salary by contribution assumption: employee only about $239,304 at 4% or $159,536 at 6%; with 50% employer match about $159,536 at 4% or $106,357 at 6%; with 100% employer match about $119,652 at 4% or $79,768 at 6%.
Convertiv Inc. Retirement Trust-21$3,220,470$201,015$9,572iApproximate average salary by contribution assumption: employee only about $239,304 at 4% or $159,536 at 6%; with 50% employer match about $159,536 at 4% or $106,357 at 6%; with 100% employer match about $119,652 at 4% or $79,768 at 6%.
2023121$2,610,983$220,218$10,487iApproximate average salary by contribution assumption: employee only about $262,164 at 4% or $174,776 at 6%; with 50% employer match about $174,776 at 4% or $116,517 at 6%; with 100% employer match about $131,082 at 4% or $87,388 at 6%.
Convertiv Inc. Retirement Trust-21$2,610,983$220,218$10,487iApproximate average salary by contribution assumption: employee only about $262,164 at 4% or $174,776 at 6%; with 50% employer match about $174,776 at 4% or $116,517 at 6%; with 100% employer match about $131,082 at 4% or $87,388 at 6%.
2022121$2,135,782$304,615$14,505iApproximate average salary by contribution assumption: employee only about $362,637 at 4% or $241,758 at 6%; with 50% employer match about $241,758 at 4% or $161,172 at 6%; with 100% employer match about $181,318 at 4% or $120,879 at 6%.
Convertiv Inc. Retirement Trust-21$2,135,782$304,615$14,505iApproximate average salary by contribution assumption: employee only about $362,637 at 4% or $241,758 at 6%; with 50% employer match about $241,758 at 4% or $161,172 at 6%; with 100% employer match about $181,318 at 4% or $120,879 at 6%.
2021122$2,305,232$268,889$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,803 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
Convertiv Inc. Retirement Trust-22$2,305,232$268,889$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,803 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
2020121$1,927,519$261,811$12,467iApproximate average salary by contribution assumption: employee only about $311,680 at 4% or $207,787 at 6%; with 50% employer match about $207,787 at 4% or $138,524 at 6%; with 100% employer match about $155,840 at 4% or $103,893 at 6%.
Convertiv Inc. Retirement Trust-21$1,927,519$261,811$12,467iApproximate average salary by contribution assumption: employee only about $311,680 at 4% or $207,787 at 6%; with 50% employer match about $207,787 at 4% or $138,524 at 6%; with 100% employer match about $155,840 at 4% or $103,893 at 6%.
2019121$1,395,152$255,582$12,171iApproximate average salary by contribution assumption: employee only about $304,264 at 4% or $202,843 at 6%; with 50% employer match about $202,843 at 4% or $135,229 at 6%; with 100% employer match about $152,132 at 4% or $101,421 at 6%.
Convertiv Inc. Retirement Trust-21$1,395,152$255,582$12,171iApproximate average salary by contribution assumption: employee only about $304,264 at 4% or $202,843 at 6%; with 50% employer match about $202,843 at 4% or $135,229 at 6%; with 100% employer match about $152,132 at 4% or $101,421 at 6%.
2018121$932,240$239,948$11,426iApproximate average salary by contribution assumption: employee only about $285,652 at 4% or $190,435 at 6%; with 50% employer match about $190,435 at 4% or $126,957 at 6%; with 100% employer match about $142,826 at 4% or $95,217 at 6%.
Convertiv Inc. Retirement Trust-21$932,240$239,948$11,426iApproximate average salary by contribution assumption: employee only about $285,652 at 4% or $190,435 at 6%; with 50% employer match about $190,435 at 4% or $126,957 at 6%; with 100% employer match about $142,826 at 4% or $95,217 at 6%.
2017119$753,363$247,067$13,004iApproximate average salary by contribution assumption: employee only about $325,088 at 4% or $216,725 at 6%; with 50% employer match about $216,725 at 4% or $144,484 at 6%; with 100% employer match about $162,544 at 4% or $108,363 at 6%.
Convertiv Inc. Retirement Trust-19$753,363$247,067$13,004iApproximate average salary by contribution assumption: employee only about $325,088 at 4% or $216,725 at 6%; with 50% employer match about $216,725 at 4% or $144,484 at 6%; with 100% employer match about $162,544 at 4% or $108,363 at 6%.
2016118$401,545$167,206$9,289iApproximate average salary by contribution assumption: employee only about $232,231 at 4% or $154,820 at 6%; with 50% employer match about $154,820 at 4% or $103,214 at 6%; with 100% employer match about $116,115 at 4% or $77,410 at 6%.
Convertiv Inc. Retirement Trust-18$401,545$167,206$9,289iApproximate average salary by contribution assumption: employee only about $232,231 at 4% or $154,820 at 6%; with 50% employer match about $154,820 at 4% or $103,214 at 6%; with 100% employer match about $116,115 at 4% or $77,410 at 6%.
2015118$221,885$156,267$8,682iApproximate average salary by contribution assumption: employee only about $217,038 at 4% or $144,692 at 6%; with 50% employer match about $144,692 at 4% or $96,461 at 6%; with 100% employer match about $108,519 at 4% or $72,346 at 6%.
Convertiv Inc. Retirement Trust-18$221,885$156,267$8,682iApproximate average salary by contribution assumption: employee only about $217,038 at 4% or $144,692 at 6%; with 50% employer match about $144,692 at 4% or $96,461 at 6%; with 100% employer match about $108,519 at 4% or $72,346 at 6%.
2014110$70,266$43,809$4,381iApproximate average salary by contribution assumption: employee only about $109,522 at 4% or $73,015 at 6%; with 50% employer match about $73,015 at 4% or $48,677 at 6%; with 100% employer match about $54,761 at 4% or $36,508 at 6%.
Convertiv Inc. Retirement Trust-10$70,266$43,809$4,381iApproximate average salary by contribution assumption: employee only about $109,522 at 4% or $73,015 at 6%; with 50% employer match about $73,015 at 4% or $48,677 at 6%; with 100% employer match about $54,761 at 4% or $36,508 at 6%.
201316$24,988$23,838$3,973iApproximate average salary by contribution assumption: employee only about $99,325 at 4% or $66,217 at 6%; with 50% employer match about $66,217 at 4% or $44,144 at 6%; with 100% employer match about $49,663 at 4% or $33,108 at 6%.
Convertiv Inc. Retirement Trust-6$24,988$23,838$3,973iApproximate average salary by contribution assumption: employee only about $99,325 at 4% or $66,217 at 6%; with 50% employer match about $66,217 at 4% or $44,144 at 6%; with 100% employer match about $49,663 at 4% or $33,108 at 6%.